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To: llamaphlegm who wrote (22915)	10/24/1998 11:18:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

>>rose colored lunacy. Name any other company better-qualified to carry the title. There isn't one. If there were, I'd sure like to know its name! Owning this company for the past couple years or so does carry you into a certain orbit. It's heady. My Yahoo stake has grown very large. I constantly remind myself how big a $13-billion market cap is, and I ask myself how in the world it can get any bigger, because there are other opportunities for the money. But I keep coming back to the same factors in my "lunatic" post. Yahoo is in gear. Yahoo has taken the category...It's bigger than the rest combined, and growing faster than the rest combined. It's throwing off tons of cash in a nacent industry where it's still OK to burn cash. It is scaling, and benefiting from increasing returns, and has become the standard. Wall Street has deemed it a core holding. Yahoo is the real deal. Apply all that to the global market opportunity, where the Internet is still an infant. Yahoo's properties are #1 in every market where they compete around the world. The build is there. This isn't lunacy. This is real. You just haven't thought about it enough.